Co-Developed Recommendation and Lost-Sales Analytics to Support Growth and Retention

The Setup

The organization needed scalable ways to identify cross-sell/upsell opportunities and to spot early signals of account erosion, so sales teams could intervene with relevant actions.

Work Completed

Partnered with cross-functional stakeholders to define the opportunity model and supported the buildout of recommendation and lost-sales analytics. Focused on outputs that were understandable to the field and could be embedded into existing sales workflows.

Results

Delivered analytics that supported increased sales within current accounts and helped reduce churn among eroding customers by making opportunities and risks more visible.

Skills Exercised